CWC
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Carolinas Wealth Consulting’s FirstEnergy FE Stock Holding History

Carolinas Wealth Consulting’s Portfolio FE Stock Details FE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-36
Closed -$1.46K – 317
2025
Q1 		$1.46K Sell
36
-10
-22% -$398 ﹤0.01% 857
2024
Q4 		$1.83K Hold
46
– – ﹤0.01% 845
2024
Q3 		$2.04K Buy
46
+10
+28% +$421 ﹤0.01% 814
2024
Q2 		$1.38K Hold
36
– – ﹤0.01% 862
2024
Q1 		$1.39K Buy
36
+5
+16% +$187 ﹤0.01% 843
2023
Q4 		$1.14K Hold
31
– – ﹤0.01% 817
2023
Q3 		$1.1K Sell
31
-2,930
-99% -$109K ﹤0.01% 813
2023
Q2 		$115K Sell
2,961
-92
-3% -$3.61K 0.02% 239
2023
Q1 		$122K Sell
3,053
-94
-3% -$3.8K 0.03% 237
2022
Q4 		$132K Buy
3,147
+243
+8% +$9.5K 0.03% 220
2022
Q3 		$107K Buy
2,904
+18
+0.6% +$711 0.03% 228
2022
Q2 		$111K Buy
2,886
+473
+20% +$20.2K 0.03% 234
2022
Q1 		$111K Buy
2,413
+13
+0.5% +$550 0.02% 246
2021
Q4 		$100K Buy
2,400
+13
+0.5% +$501 0.02% 262
2021
Q3 		$85K Buy
2,387
+14
+0.6% +$531 0.02% 261
2021
Q2 		$88K Buy
2,373
+14
+0.6% +$521 0.02% 280
2021
Q1 		$82K Buy
2,359
+15
+0.6% +$490 0.02% 281
2020
Q4 		$72K Buy
2,344
+2,335
+25,944% +$70K 0.02% 275
2020
Q3 		$0 Sell
9
-49
-84% -$1.54K ﹤0.01% 951
2020
Q2 		$2K Buy
+58
New +$2.4K ﹤0.01% 487

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Carolinas Wealth Consulting's FE Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of FirstEnergy (FE) in Q2 2025, closing a stake of 36 shares — an estimated $1.46K sold.

Carolinas Wealth Consulting first reported a position in FE in Q2 2020 and held it in 20 quarters. The position peaked at $132K in Q4 2022. 825 funds tracked by Wall St. Rank hold FE as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining FirstEnergy position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 36 FirstEnergy shares in Q2 2025, an estimated $1.46K.
  • Carolinas Wealth Consulting first reported a position in FirstEnergy in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's FirstEnergy position peaked at $132K in Q4 2022.
  • 825 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.